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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T
526
Tidemark
California
$50.9K
SIS
527
Strategic Investment Solutions
Illinois
$49.7K
EWA
528
EverSource Wealth Advisors
Alabama
$49.5K
BWL
529
Bogart Wealth LLC
Virginia
$47K
W
530
WealthCollab
Washington
$46.5K
BONH
531
Bank of New Hampshire
New Hampshire
$46.5K
BAM
532
Byrne Asset Management
New Jersey
$45K
MIFH
533
Migdal Insurance & Financial Holdings
Israel
$45K
WIM
534
Westside Investment Management
California
$42K
SSB
535
Sandy Spring Bank
Maryland
$40K
CWM
536
Copia Wealth Management
Oregon
$39.7K
EDRH
537
Edmond de Rothschild Holding
Switzerland
$39.2K
GM
538
GeoWealth Management
Illinois
$38.2K
LWMI
539
Legacy Wealth Management (Idaho)
Idaho
$37.7K
MCM
540
MAI Capital Management
Ohio
$35.9K
MA
541
MCF Advisors
Kentucky
$35.7K
Nomura Asset Management
542
Nomura Asset Management
Japan
$33.7K
CA
543
Clearstead Advisors
Ohio
$33.2K
LFG
544
Larson Financial Group
Missouri
$31.6K
GC
545
Garde Capital
Washington
$30.9K
IWP
546
IAG Wealth Partners
Wisconsin
$29.4K
AIC
547
Archer Investment Corporation
Indiana
$29.1K
CB
548
CNB Bank
Pennsylvania
$29.1K
QCG
549
Quadrant Capital Group
Ohio
$28.9K
SW
550
SVB Wealth
Massachusetts
$28.5K